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Videos on our processes

Calculating Retirement Corpus Required - Part 1

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In this video we cover how we calculate the retirement corpus for Clients and the variables used. 

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To watch the video please click the link below:

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https://youtu.be/5DjWPUX9i1I

Calculating Retirement Corpus Required - Part 2

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While the previous video was a simple calculator, in this video we see how the retirement corpus would be adjusted taking into account Client's situation and goals. 

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To watch the video please click the link below:

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​https://youtu.be/XlYvXhvm9wk

Old Friends

Calculating Retirement Corpus Accumulated

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In the previous videos we showed how to calculate an estimated retirement corpus required. In this video we show how to calculate the corpus that would be accumulated and how to match the corpus required by taking assumptions on asset allocation and required rate of return on investments.

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To watch the video please click the link below:

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​https://youtu.be/YJ0Wgdz1Abo

Business Consulting

Calculating Term Insurance - Part 1

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In this video we cover how to calculate term insurance required for a family with a single income source

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To watch the video please click the link below:

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​https://youtu.be/3XOyiBPQqh8

Partnership

Calculating Term Insurance - Part 2

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In this video we cover how to calculate term insurance required for a family with two earning members and also how your goals would impact the term insurance required 

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To watch the video please click the link below:

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​https://youtu.be/72GWrBRRJhs

Shwealth is the investment advisory arm of Jay Distribution Links. Jay Distribution Links is registered with SEBI as a RIA, registration number
INA000019062. BASL registration number 2153. Shwealth is a separate department of Jay Distribution Links that provide fee only financial advice. 

Please note:
1) Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
2) Investment in securities is subject to market risks. Read all the related documents carefully before investing.

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